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The Latest Breaking News from Semiconductor

Among AI crowd, some investors position for slower hyperscaler spending growth

For most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assumption that Microsoft, Amazon, Alphabet and Meta would keep accelerating spending on the buildout of data centers.

The Economic Times

Global Market: China stocks face steep weekly losses as CXMT IPO sparks liquidity crunch fears

Global Market: China stocks face steep weekly losses as CXMT IPO sparks liquidity crunch fears

Chinese and Hong Kong stocks slid sharply on Friday, with mainland benchmarks headed for their steepest weekly losses in over two years. Investor sentiment weakened as concerns grew that CXMT's $8.6 billion IPO and a pipeline of large listings could drain market liquidity, triggering heavy selling in AI and semiconductor…

The Economic Times

Tata Group resorts to older tech to launch its chip foray

Tata Group resorts to older tech to launch its chip foray

Tata Electronics will begin India's first chip production using older technology. The Dholera facility will initially focus on 90-nanometer process technology. This mature technology is suitable for industrial and automotive applications. The company plans to gradually introduce more advanced 28-nanometer chips later. This endeavor highlights India's ongoing efforts to build…

The Economic Times

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US stocks today: Nasdaq ends lower as chip weakness offsets solid earnings, economic data

U.S. stocks slipped as chipmakers dragged the Nasdaq and S&P 500 lower despite solid economic data and strong earnings expectations. Semiconductor weakness offset gains in healthcare, while rising oil prices and escalating U.S.-Iran tensions added pressure. Investors remain cautious amid volatility, even as retail sales and labor data signal underlying…

The Economic Times

Chip Selloff Drags Nasdaq 100, Gold Sinks Below $4,000: Stock Market Today

Another sharp selloff in semiconductors dragged the Nasdaq 100 down more than 1% by midday Thursday, extending a negative week for tech.

Wall Street Is Suddenly Bullish on This Under-the-Radar Chip Stock

Baird recently started covering COHU stock with a positive rating and $65 price target, while Stifel raised its target the very next day. Both firms are betting on the same thing for Cohu.

A $3 Billion Reason to Buy Tower Semiconductor Stock Here

Tower Semiconductor is making a bold $3 billion bet on Japan, expanding its manufacturing capacity and boosting investor confidence.

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TSMC Just Had Its Best Quarter Yet. The AI Boom Is Raising The Bar Even Higher.

TSMC Just Had Its Best Quarter Yet. The AI Boom Is Raising The Bar Even Higher.

TSMC is expanding its U.S. manufacturing footprint after posting another record quarter driven by AI-related demand.

International Business Times

Kerala eyes global semiconductor hub status, holds high-level meeting to attract investments

Kerala eyes global semiconductor hub status, holds high-level meeting to attract investments

According to an official release here on Thursday, the meeting, chaired by State Industries and IT Minister P K Kunhalikutty, focused on leveraging Kerala's strengths as India prepares for what it described as the country's upcoming "semiconductor revolution".

The Economic Times

Global Market: TSMC to invest additional $100 billion in Arizona, raises capex on booming AI demand

Global Market: TSMC to invest additional $100 billion in Arizona, raises capex on booming AI demand

TSMC will invest an additional one hundred billion dollars in Arizona facilities. This expansion underscores strong confidence in future artificial intelligence demand. The company also raised its capital expenditure guidance for the coming years. TSMC's robust second-quarter earnings beat analyst expectations significantly. This move signals sustained investment in global AI…

The Economic Times

Global Market: European shares edge lower as earnings, M&A activity offset by Middle East tensions

Global Market: European shares edge lower as earnings, M&A activity offset by Middle East tensions

European shares traded slightly lower as investors assessed corporate earnings and merger news. Geopolitical tensions in the Middle East kept energy inflation concerns in focus for markets. Technology stocks showed mixed performance, with ASML and Publicis gaining on strong demand. ABB announced a significant acquisition, while Delivery Hero faced a…

The Economic Times

TSMC Stock Slides Despite Crushing Q2 Estimates With Fifth Straight Record Profit

TSMC Stock Slides Despite Crushing Q2 Estimates With Fifth Straight Record Profit

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) delivered a fifth consecutive record quarterly profit, beating Wall Street expectations. At the time of writing, TSMC stock rose 1.23% to close at NT$2,470 ($76.72) in Taipei.

TSMC to invest another $100 billion in US as Q2 profit blows past forecasts

TSMC to invest another $100 billion in US as Q2 profit blows past forecasts

TSMC will invest an additional $100 billion in Arizona, expecting robust AI demand. The company raised its capital spending forecast significantly for the current year. This investment will bolster the United States semiconductor ecosystem and supply chain. TSMC's second-quarter profit surged 77%, reaching a record high. The firm anticipates over…

The Economic Times

Semicon 2.0 gives policy continuity, India already credible player in semiconductors: IESA chief

Semicon 2.0 gives policy continuity, India already credible player in semiconductors: IESA chief

India's Semicon 2.0 programme offers policy continuity for the semiconductor sector. This new policy covers the entire semiconductor value chain comprehensively. The government has approved Rs 1,27,000 crore for this significant initiative. This allocation will accelerate capacity creation across various industry segments. The industry anticipates substantial expansion and growth opportunities…

The Economic Times

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The Economic Times

Global Markets: Japan's Nikkei drops nearly 3% as chip stocks slide despite robust TSMC results

Japan's Nikkei share average finished close to a three percent decline on Thursday, influenced by a sell-off in chip-related stocks and escalating hostilities in the Middle East that dampened risk appetite. Despite Taiwan Semiconductor Manufacturing reporting record earnings, investor caution prevailed amid renewed tensions between the U.S. and Iran. Conversely,…

The Economic Times

India key EU partner for semiconductors due to skilled talent pool: European Commission VP

The European Union considers India a vital partner for semiconductor supply chain resilience. India's skilled talent pool makes it important for research and development efforts. Both nations agreed to deepen cooperation in advanced technology sectors. India's Semicon 2.0 program aims to boost its semiconductor ecosystem significantly. This collaboration strengthens global…

The Economic Times

TSMC posts 77% profit jump for Q2, surging past market expectations

Taiwan Semiconductor Manufacturing Company reported a record profit surge. This growth was fueled by strong demand for advanced artificial intelligence chips. The company's net profit climbed significantly, exceeding market expectations. Analysts anticipate TSMC will raise its full-year revenue growth outlook. Future capital spending will indicate management's confidence in AI demand…

The Economic Times

Dixon Tech shares surge 7% on Rs 1.9 lakh crore phone manufacturing push. Buy, sell or hold the stock?

Dixon Technologies shares surged after the Union Cabinet approved the Rs 1.27 lakh crore second phase of the India Semiconductor Mission and a Rs 62,500 crore Mobile Phone Manufacturing Scheme. The government is expected to issue administrative notifications for both schemes within the next two weeks.

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The Economic Times

Global Market: TSMC likely to post record Q2 profit as AI chip demand powers growth

Taiwan Semiconductor Manufacturing Co. is expected to report another record quarterly profit. Robust global demand for artificial intelligence infrastructure continues to fuel advanced semiconductor orders. Analysts anticipate a significant year-on-year jump in net profit for the April-June quarter. This sustained momentum underscores the ongoing strength in AI-driven semiconductor demand. TSMC's…

The Economic Times

Global Market Today: Asian equities drop led by Kospi, oil extends gain

Asian stocks declined as semiconductor shares faced renewed selling pressure. Crude oil prices climbed higher due to fresh strikes in the Middle East. Government bonds in Australia and New Zealand opened higher after US inflation data. Traders reduced expectations for Federal Reserve interest rate increases this year. Investors assess if…

The Economic Times

India, EU strengthen strategic partnership at 3rd TTC; announce cooperation in AI, semiconductors, clean technologies

The European Union and India on Wednesday reaffirmed their commitment to strengthen strategic cooperation in trade, technology and security at the third meeting of the India-EU Trade and Technology Council (TTC), with both sides agreeing to deepen collaboration in artificial intelligence, semiconductors, quantum technologies, clean energy and resilient supply chains.

With a Technology Shift, Margin Expansion Will Trigger Further Upside for UMC Stock

UMC starts silicon photonics mass production in Singapore.

Taiwan Semiconductor Manufacturing Q2 Preview: Analysts Expect Record Revenue, Could Stock Hit New All-Time Highs?

Taiwan Semiconductor Manufacturing (NYSE:TSM) looks to hit new all-time highs with a strong earnings report Thursday before market open.

Applied Materials CEO Just Reinforced the AI Investment Thesis. How to Play AMAT Stock Here.

Applied Materials shares jumped after management signaled AI-driven semiconductor spending could remain elevated for years, reinforcing the company's multiyear growth outlook.

The Economic Times

India can import capital, but not sovereignty; controlling silicon critical for future: ESSCI CEO

India's shift towards semiconductor manufacturing represents a crucial strategy for asserting national autonomy. By fostering local chip production, the nation is laying the groundwork for a safe, self-sufficient future. The government has initiated substantial funding to bolster the semiconductor mission, targeting the attraction of considerable investments and the generation of…

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